HomeMy WebLinkAbout05-17-10 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JERRY A WEIGLE ESQ
WEIGLE & ASSOCS
126 E KING ST
NOTICE OF INHERITANCE TAX
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-0~' ~~`DQCT~Q~M~ AND ASSESSMENT OF TAX
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SHIPPENSBURG PA 17257
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DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-09)
DATE 05-10-2010
ESTATE OF FREHN VIOLET E
DATE OF DEATH 06-14-2009
FILE NUMBER 21 09-0569
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-09-2010
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ____________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FREHN VIOLET EFILE N0.:21 09-0569 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: ()() ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E]
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) •00 NOTE: To ensure proper
C2) .0 0 credit to your account,
I3) .00 submit the upper portion
of this form with your
C4) • 00 tax payment.
C5) 83, 632.52
I6) .00
~7) .00
cs) 83,632.52
(9) 7 . 39. . 63
clo) 2,074.75
11. Total Deductions C11) 9,468.38
12. Net Value of Tax Return (12) 74, 164.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 74, 164.14
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 74.7 64.1 4 X 045 = 3, 337.39
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 3,337.39
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-10-2009 CD011740 157.89 3,000.00
12-09-2009 CD012084 .00 179.50
TOTAL TAX PAYMENT 3,337.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.